Filed October 2, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,583 | $69,518+201.5% | $59,878+250.0% | $135,375+54.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.32% | 7.94%-17.3pp | 3.46%-12.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $4,913 | $3,235+51.9% | $2,722+80.5% | $4,779+2.8% |
| Participant deferral / active EE | $7,932 | $4,206+88.6% | $3,402+133.2% | $5,609+41.4% |
| Admin fee / account holder | $8,025 | $5,734+39.9% | $3,590+123.5% | $10,827-25.9% |